Wiss · 1 week ago
Senior Wealth Advisor - Wiss Family Office
Florham Park, NJ
Full-time
Onsite
Senior Level, Lead/Staff
$180K/yr - $200K/yr
8+ years expWiss Family Office is a full-service boutique wealth management firm advising on over $1.6B in assets, focusing on high-net-worth and ultra-high-net-worth clients. The Senior Wealth Advisor will lead client relationships, develop customized financial strategies, and mentor junior advisors.
Accounting
No H1B
Hiring Manager
Kevin Kurtz, MBA
Responsibilities
Serve as the lead advisor for a select group of HNW and UHNW clients, overseeing comprehensive wealth management relationships
Develop and implement customized financial plans incorporating investment, estate, tax, and risk management strategies
Act as a quarterback across tax, estate, insurance, and investment specialists to deliver coordinated, best-in-class client solutions
Engage directly with clients and their families, acting as their trusted advisor for all financial matters
Drive asset retention and growth within existing relationships, deepening engagement and identifying new opportunities
Mentor and train junior advisors, associates, and analysts to support ongoing firm growth and professional development
Collaborate with firm partners to enhance the client experience and contribute to initiatives that support continued expansion and change
Qualification
Required
Bachelor's degree in Business, Finance, Economics, or a related field required
8-10+ years of experience in wealth management or private client advisory, ideally within a full-service RIA or multi-disciplinary financial services firm
CFP® certification and Series 65 required; additional credentials (CFA, CPA, JD, etc.) strongly preferred
Demonstrated expertise advising high-net-worth and ultra-high-net-worth clients across investment, estate, and tax planning disciplines
Preferred
Additional credentials (CFA, CPA, JD, etc.) strongly preferred
Prior experience within an accounting or professional services firm strongly preferred
Benefits
Discretionary Performance Bonus
Comprehensive Benefits Package, including health, dental, vision, 401(k), and professional development support
Company
Wiss
At Wiss, we believe there’s more to accounting than just balancing the books.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jeff Shear
Managing Director - Technology Advisory
W
William Haemmerle
Partner, Transaction Advisory Services
Recent News
2025-12-16
2025-07-09
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